Cases
Representative Work: Advising corporate clients on income tax issues arising on acquisitions, mergers, reorganizations, financings, wind-ups
amalgamations for domestic
international corporations, partnerships
trusts.
Structuring
implementing tax-effective plans for corporations, healthcare entities, partnerships, trusts
individuals both domestically
internationally.
Providing advice to both resident
non-resident, private equity
other commercial funds, individuals
corporations on the application of the non-resident trust (NRT)
offshore investment fund rules.
Advising corporations with respect to Canadian, cross-border
international employee issues including taxation on termination.
Structuring Canadian projects for non-residents in a tax-efficient manner.
Providing tax advice to non-residents (both individuals
corporations) establishing or investing in business activities
properties in Canada.
Providing offshore insurance
trust planning for individuals
corporations.
Advising high net worth individual clients with respect to inter-generational wealth
estate planning.
Representing clients in tax disputes with the Canada Revenue Agency
the Ministry of Revenue (Ontario), including filing Objections
Appeals on behalf of clients
appearing at the Tax Court of Canada, Ontario Superior Court of Justice
the Federal Court of Appeal on income tax, GST, PST, l
transfer tax, capital tax, CPP
EI matters
Representing corporate
individual clients with respect to voluntary disclosures.
Counsel to the taxpayer in the following cases: Par Golf Camps Inc. v. HMQ 2001-3812(GST)
Simone v. R., 2005 D.T.C. 537 (TCC)
1280659 Ontario Inc. V. M.N.R., 2004 TCC 138
Santoro v. R., 2004 D.T.C. 3684 (TCC
Tindall v. R., 2000 D.T.C. 2126 (TCC)
Thornbrook Complete Home Care Inc. v. R. 2002 2132 (TCC)
Thornbrook Complete Home Care Inc. v. R. 2005 FCA 22
